Workflow Action: Send Estimate
Overview
The Send Estimate action in Stack allows you to automatically send personalized estimates to your customers. This can be triggered by specific events, such as the creation of opportunities or when a customer moves from one stage to another in your workflow.
Action Details
Action Name
- Send Estimate
Action Description
This action lets you send a customized estimate using a selected template to a customer whenever a specified trigger occurs. You can choose from available templates and decide whether the estimate should be sent in live or test mode.
Action Details
| Value Name | Description | Mandatory |
|---|---|---|
| Action Name | A descriptive name for the action. | Yes |
| From User | The user responsible for sending the estimate. | Yes |
| Estimate Template | The template used to format the estimate content. | Yes |
| Estimate Mode | Choose Live for actual estimates or Test for trials. | Yes |
Example: Home Renovation Estimate
Scenario
A home renovation company wants to send estimates promptly when a potential client shows interest.
Setup
- Trigger: Opportunity Created (or any other relevant trigger)
- Action Name: Send Home Renovation Estimate
- From User: Sarah Johnson
- Estimate Template: Home Renovation Proposal
- Estimate Mode: Live
Outcome
When the specified trigger occurs, the selected estimate is automatically sent to the customer, enhancing the potential for conversion.